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Multi 10 PackMulti 20 Pack

Bulk & Retail Packs

The Essential Estate Summary Business Multi Packs are an affordable way for businesses to add value to their service and the more you buy, the more you save.

Ideal for:

  • Lawyers
  • Accountants
  • Financial Planners

Standout in a crowded marketplace - your clients will love the Essential Estate Summary!

Benefits for your practice

Promote your practice at the moment your services are most needed

The Essential Estate Summary includes space for your practice contact details on the inside front cover. Simply affix a sticker with your practice contact details or apply your practice stamp. On review of the Essential Estate Summary the Executor will be wondering where and how to start - at that moment your contact details will be right there in the front of the document.

Improve your practice efficiency and effectiveness - save valuable admin time

Easy access to a summary of key information saves your estate administration team valuable time and enables provision of a fast proactive service.

Enhance your client relationships

With a completed Essential Estate Summary you will be able to provide valuable and relevant advice to the Executor, highlight where you are able to add the most value and support in finalising the estate.

Add value to your services

With their Will and an Essential Estate Summary your clients will feel good about being organised and saving worry and frustration for their family.

And with our bulk pricing you can choose to provide the Essential Estate Summary as part of your service or on charge the full $25 retail price.

Help your clients organise their affairs

Relieve stress and frustration for your clients and their families while adding value to your service and improving admin efficiency with the Essential Estate Summary.